DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Former SEC-registered adviser

P•••••• A•••• M••••••••• L•

Former SEC-registered adviserHouston, TexasCRD 283184SEC 801-107418websiteIAPD
Latest filing Nov 14, 2025
First filing on the tape Mar 7, 2016 · 23 filings
SEC status approved since Mar 18, 2016
RAUM
$90.1M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
13
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$90.1M as of Nov 14, 2025
Mar 31, 2017$103M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Nov 14, 2025
Mar 31, 20170 then
Employees (5.A)13 as of Nov 14, 2025
Mar 31, 20175 then
Private funds1 as of Nov 14, 2025
Mar 31, 20171 then
RAUM -28% over the last fiscal year-29% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Nov 14, 2025; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$45.0MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
-38%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
fixed feesreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$90.1M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      3 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      P•••••• M••• F•••••• F•••• L•••no longer reportedPrivate Equity Fund$185M40Jul 15, 2016
      R••••••• R••••••• C••••••• L•••Private Equity Fund$125M45Mar 30, 2021
      P•••••• F••• I• F•••••• L•••no longer reportedPrivate Equity Fund$48.5M8Jul 15, 2016
      Owners and control persons
      Schedule A and B, latest filing
      • D•••••• B••••• W•••••• · Director & Chief Executive Officercontrol
        since 01/2021 · owns less than 5%
      • D•••••• B••••• W•••••• · Director & Chief Executive Officercontrol
        since 09/2021 · owns 50% to 75% of Q•••• I•••
      • H•••••• D••••• N•• · Ownercontrol
        since 03/2023 · owns 25% to 50% of A•• I••••• D•••••
      • H•••••• K••••• N•• · Ownercontrol
        since 03/2023 · owns 25% to 50% of A•• I••••• D•••••
      • H•••••• N•••••• J••••• · Chief Compliance Officer
        since 12/2023 · owns less than 5%
      • S•••••••• D•••••• A•••• · President And Chief Operations Officer
        since 01/2024 · owns less than 5%
      Entity owners
      • P•••••• M••• F•••••• L•• · General Partner
        direct · owns less than 5%
      • Q•••• A•••• M••••••••• L•• · Limited Partner
        direct · owns 75% or more
      • A•• F•••••• D••• · Owner
        indirect · owns 75% or more of A•••• I••••••••• G•••• G•••
      • A•• I••••• D••••• · Owner
        indirect · owns 75% or more of A•• F•••••• D•••
      • A•••• I••••••••• G•••• G••• · Owner
        indirect · owns 75% or more of A•••• T•••••• S•••••••
      • A•••• L•• C•• S••••••• · Shareholder
        indirect · owns 25% to 50% of Q•••• I•••
      • A•••• T•••••• S••••••• · General Partner
        indirect · owns F of A•••• T•••••• S•••• S•••• R••• P•••••• E••••• P••• F•••
      • A•••• T•••••• S•••• S•••• R••• P•••••• E••••• P••• F••• · Shareholder
        indirect · owns 75% or more of A•••• L•• C•• S•••••••
      • H••••• F••••••••• · Owner
        indirect · owns 25% to 50% of A•• I••••• D•••••
      • Q•••• A•••• M••••••••• L•• · Managing Member
        indirect · owns 75% or more of P•••••• M••• F•••••• L••
      • Q•••• I••• · Managing Member
        indirect · owns F of Q•••• A•••• M••••••••• L••
      Related persons
      Schedule D 7.A
      • P•••••• M••• F•••••• G•• L••
        pooled vehicle sponsorn
      • R••••••• R••••••• G•• L••
        pooled vehicle sponsorn
      Advisers that list P•••••• A•••• M••••••••• L• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Financial planning clients · unset to
        Apr 4, 2025 to Jun 26, 2025
      • Discretionary RAUM · $78.0M to $90.1M
        Apr 4, 2025 to Jun 26, 2025
      • Pooled vehicle RAUM · $78.0M to $90.1M
        Apr 4, 2025 to Jun 26, 2025
      • RAUM · $78.0M to $90.1M
        Apr 4, 2025 to Jun 26, 2025
      • Advisory employees · 3 to 2
        Sep 9, 2024 to Apr 4, 2025
      • Business name · P•••••• M••• F••••••• L• to P•••••• A•••• M••••••••• L•
        Sep 9, 2024 to Apr 4, 2025
      • Employees · 8 to 13
        Sep 9, 2024 to Apr 4, 2025
      • Legal name · P•••••• M••• F••••••• L• to P•••••• A•••• M••••••••• L•
        Sep 9, 2024 to Apr 4, 2025
      • Discretionary RAUM · $125M to $78.0M
        Sep 9, 2024 to Apr 4, 2025
      • Pooled vehicle RAUM · $125M to $78.0M
        Sep 9, 2024 to Apr 4, 2025
      • RAUM · $125M to $78.0M
        Sep 9, 2024 to Apr 4, 2025
      • Assets in custody · 168787971.0 to unset
        Dec 22, 2023 to Mar 27, 2024
      • Custody of client assets · true to false
        Dec 22, 2023 to Mar 27, 2024
      • Employees · 3 to 8
        Dec 22, 2023 to Mar 27, 2024
      • Discretionary RAUM · $169M to $125M
        Dec 22, 2023 to Mar 27, 2024
      • Pooled vehicle RAUM · $169M to $125M
        Dec 22, 2023 to Mar 27, 2024
      • RAUM · $169M to $125M
        Dec 22, 2023 to Mar 27, 2024
      • Advisory employees · 4 to 3
        Mar 29, 2022 to Mar 30, 2023
      • Assets in custody · $256M to $169M
        Mar 29, 2022 to Mar 30, 2023
      • Employees · 4 to 3
        Mar 29, 2022 to Mar 30, 2023
      • HQ city · GREENWICH to HOUSTON
        Mar 29, 2022 to Mar 30, 2023
      • HQ state · CT to TX
        Mar 29, 2022 to Mar 30, 2023
      • Discretionary RAUM · $256M to $169M
        Mar 29, 2022 to Mar 30, 2023
      • Pooled vehicle RAUM · $256M to $169M
        Mar 29, 2022 to Mar 30, 2023
      • RAUM · $256M to $169M
        Mar 29, 2022 to Mar 30, 2023
      • Related bank · true to false
        Mar 29, 2022 to Mar 30, 2023
      • Advisory employees · 5 to 4
        Oct 22, 2021 to Mar 29, 2022
      • Assets in custody · $304M to $256M
        Oct 22, 2021 to Mar 29, 2022
      • Employees · 5 to 4
        Oct 22, 2021 to Mar 29, 2022
      • Discretionary RAUM · $304M to $256M
        Oct 22, 2021 to Mar 29, 2022
      • Pooled vehicle RAUM · $304M to $256M
        Oct 22, 2021 to Mar 29, 2022
      • RAUM · $304M to $256M
        Oct 22, 2021 to Mar 29, 2022
      • HQ city · NEW YORK to GREENWICH
        May 14, 2021 to Oct 22, 2021
      • HQ state · NY to CT
        May 14, 2021 to Oct 22, 2021
      • Assets in custody · $185M to $304M
        Mar 23, 2020 to Mar 30, 2021
      • Discretionary RAUM · $220M to $304M
        Mar 23, 2020 to Mar 30, 2021
      • Pooled vehicle RAUM · $220M to $304M
        Mar 23, 2020 to Mar 30, 2021
      • RAUM · $220M to $304M
        Mar 23, 2020 to Mar 30, 2021
      • Advisory employees · 4 to 5
        Mar 28, 2019 to Mar 23, 2020
      • Assets in custody · $15.7M to $185M
        Mar 28, 2019 to Mar 23, 2020
      Signals
      13 dated events
      • P•••••• A•••• M••••••••• L• no longer on the SEC adviser roster (last listed 2026-02-02, RAUM $90.1M)
        Mar 2, 2026 · Left the SEC roster · derived
      • Nmn Damir Hastor (Owner) appeared on Schedule A of P•••••• A•••• M••••••••• L•
        Jun 5, 2023 · Control person joined · fact
      • Nmn Kenan Hastor (Owner) appeared on Schedule A of P•••••• A•••• M••••••••• L•
        Jun 5, 2023 · Control person joined · fact
      • William Brent Dejong (Director & Chief Executive Officer) appeared on Schedule A of P•••••• A•••• M••••••••• L•
        Mar 30, 2023 · Control person joined · fact
      • Paul Joseph Archibald (Limited Partner, Director Of The Gp & Portfolio Manager) no longer on Schedule A of P•••••• A•••• M••••••••• L• (listed 2022-03-29, absent 2023-03-30)
        Mar 30, 2023 · Control person left · inference
      • Alexander Jason Mraz (Director Of The General Partner) no longer on Schedule A of P•••••• A•••• M••••••••• L• (listed 2022-03-29, absent 2023-03-30)
        Mar 30, 2023 · Control person left · inference
      • John Nathan Ebeling (Director Of The General Partner) no longer on Schedule A of P•••••• A•••• M••••••••• L• (listed 2022-03-29, absent 2023-03-30)
        Mar 30, 2023 · Control person left · inference
      • Walter Dwight Anderson (Sole Shareholder) no longer on Schedule A of P•••••• A•••• M••••••••• L• (listed 2022-03-29, absent 2023-03-30)
        Mar 30, 2023 · Control person left · inference
      • Nmn Leila Shakarchi (Shareholder) no longer on Schedule A of P•••••• A•••• M••••••••• L• (listed 2022-03-29, absent 2023-03-30)
        Mar 30, 2023 · Control person left · inference
      • Nmn Omar Liess (Director Of The General Partner) no longer on Schedule A of P•••••• A•••• M••••••••• L• (listed 2022-03-29, absent 2023-03-30)
        Mar 30, 2023 · Control person left · inference
      • Nmn Marwan Shakarchi (Director Of The General Partner) no longer on Schedule A of P•••••• A•••• M••••••••• L• (listed 2022-03-29, absent 2023-03-30)
        Mar 30, 2023 · Control person left · inference
      • Kennedy Ryan Byrne (Limited Partner, Cco, Director Of The Gp & Portfolio Manager) no longer on Schedule A of P•••••• A•••• M••••••••• L• (listed 2022-03-29, absent 2023-03-30)
        Mar 30, 2023 · Control person left · inference
      • P•••••• M••• F••••••• L• filed its initial SEC registration (Form ADV)
        Mar 7, 2016 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      pandionam.comreportedpublic record, Form ADV, Sep 18, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026